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Compass Planning Associates’s GSK GSK Stock Holding History

Compass Planning Associates’s Portfolio GSK Stock Details GSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-217
Closed -$8.33K – 70
2025
Q2 		$8.33K Buy
217
+3
+1% +$115 0.01% 98
2025
Q1 		$8.31K Buy
214
+2
+0.9% +$73 0.01% 99
2024
Q4 		$7.17K Buy
+212
New +$7.63K 0.01% 105

Other funds holding GSK

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Compass Planning Associates's GSK Position: Q3 2025 in Review

Compass Planning Associates sold out of GSK (GSK) in Q3 2025, closing a stake of 217 shares — an estimated $8.33K sold.

Compass Planning Associates first reported a position in GSK in Q4 2024 and held it in 3 quarters. The position peaked at $8.33K in Q2 2025. 895 funds tracked by Wall St. Rank hold GSK as of Q3 2025.

  • Compass Planning Associates reported no remaining GSK position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 217 GSK shares in Q3 2025, an estimated $8.33K.
  • Compass Planning Associates first reported a position in GSK in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's GSK position peaked at $8.33K in Q2 2025.
  • 895 funds tracked by Wall St. Rank held GSK as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.